Showing 1-10 of 10 results

A promise is a promise - lifetime agreement removes testamentary freedom

A promise to make a Will favouring children of a deceased’s first marriage has been held by the court to create a binding obligation, removing the deceased’s testamentary freedom
25 July 2023

Fraudulent calumny and poisoning a testator’s mind

The court has set aside a Will because the testator’s mind had been poisoned against one child in favour of another
02 November 2022

Trustees’ Rights of Indemnity: Who Takes Priority?

This article considers the Privy Council’s landmark decision on successive trustees’ rights of indemnity over “insolvent” trusts
25 October 2022

Crypto Conundrums - Cyberheists

We look at the difficulties of recovering lost or stolen cryptocurrency following the case of Tulip Trading Ltd v Van der Laan & ors
12 July 2022

Green light for ESG

Clarity from the High Court on the approach to be taken by charity trustees in adopting investment policies that may conflict with their charitable purposes

16 June 2022

What is and what is not a proprietary estoppel claim? Earl of Plymouth v Rees and the limits of a claim in proprietary estoppel

The decision in the Earl of Plymouth v Rees proprietary estoppel claim summarises the applicable principles and shows the limits of proprietary estoppel as a cause of action
16 December 2021

Press release

Burges Salmon secures double shortlisting at STEP Private Client Awards

The firm’s Private Wealth team has been recognised in two categories at STEP’s 2021/22 industry awards
09 July 2021

Trustee Conflict Comeuppance

Manton & Ors v Manton [2021] EWHC 125 (Ch) - Beneficiary trustees acting in conflict with the trust, do so at their peril
16 February 2021

Trustee Exoneration Clauses and Pleading Dishonesty

In this article, we consider the Court of Appeal’s judgment in Sofer v SwissIndependent Trustees SA [2020] EWCA CIV 699

10 November 2020

Looking after 'number one': tax changes and the need for trustees to protect themselves

Trustees with current or possible UK links must act now to understand the fast-approaching changes to UK taxes which will affect trusts, residential real estate and non-UK domiciled individuals.
02 December 2016

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